SWP

Swp Growth & Income Etf

Latest period2026 - Q1Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 6 superinvestors own shares of Swp Growth & Income Etf (SWP), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Swp Growth & Income Etf (SWP), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Swp Growth & Income Etf (SWP) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Swp Growth & Income Etf (SWP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Matthew Bures@Strategic Wealth Partners, Ltd.
Recent Activity
Increased 38.87%
8.89%
$128.16M
4.818M shares@ 26.61 avg price
Ryan Westerbeck@Brian Low Financial Group, Llc
Recent Activity
Increased 7.75%
12.81%
$18.849M
708,588 shares@ 26.61 avg price
Frank Rispoli@Mml Investors Services, Llc
Recent Activity
Increased 2.41%
0.01%
$623,956
23,457 shares@ 26.6 avg price
Jeremy Kahn@Jane Street Group, Llc
Recent Activity
Decreased -6.33%
0.01%
$257,917
9,696 shares@ 26.61 avg price
John Koval@Assetmark, Inc
Recent Activity
New Position
0.01%
$28,516
1,072 shares@ 26.61 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 10.62%
0.01%
$3,325
125 shares@ 26.6 avg price

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